Wilkes
Martin
Newedge Advisors
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About this Advisor
Wilkes Martin is a financial advisor based in Spartanburg, South Carolina, working with Newedge Advisors. Wilkes has previously held positions at Raymond James & Associates, Inc, Newedge Securities Inc, and Newedge Advisors. Wilkes has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina and Texas. Currently, Wilkes is part of Newedge Advisors, which operates out of Spartanburg, South Carolina. The firm has 99 offices and 570 employees. The firm manages assets totaling $18.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Newedge Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Newedge Advisors Brokerage Details
$18,432,430,824
570
62,249
$296,108
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Wilkes Martin Work History
Newedge Securities Inc
Newedge Advisors
Raymond James & Associates, Inc
Disclosures
Please visit the SEC profile of Wilkes Martin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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